Good morning. CFOs are increasingly stepping into CEO roles. But in the AI age, the bigger question may be how long they’ll be able to stay there.
“AI is changing the CEO’s role—and could lead to a changing of the guard,” is a Fortune feature by my colleague Phil Wahba. He points out that Microsoft CEO Satya Nadella, for example, has had an extremely successful run—12 years in the corner office—with shares rising about elevenfold during his tenure. Microsoft has also joined the elite group of companies valued above $3 trillion. But Wahba argues that Nadella won’t remain relevant or effective if he doesn’t stay on top of AI and its sweeping impact on the industry—and neither will his peers in any sector.
